Retirement Articles
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Hedge Funds Without Fees, Disappointments
You might have read about the disappointing recent returns from hedge funds. Over the last few years, wealthy individuals and institutions poured money into these investment vehicles in search of less volatility and the potential for high returns. The results for the last year or two have been disappointing to many of these investors, and […]
When To Convert Traditional IRA to a Roth IRA
Converting a regular IRA into a Roth IRA has several advantages for seasoned citizens, and it can benefit their heirs. A recent law makes it easier for some seasoned citizens to convert their IRAs. This is a good time of year to consider converting your regular IRA into a Roth IRA. A conversion is allowed […]
Great Funds Closing Their Doors
Over the years we successfully found great funds early and let them deliver strong profits for us. One of the disadvantages is that after we discover them, the shareholder-friendly funds we favor deliver excellent performance and attract a lot of dollars. Because they are shareholder-friendly, they tend to close their doors to new investors when […]
The Changing Picture of State Taxes
State and local taxes are a higher portion of retirees’ expenses than in the past. These taxes are a more important factor in people’s decisions of where to live in retirement. Yet, many people are making decisions with the wrong information. If state and local taxes are important to you, do not rely on information […]
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IRAs for Grandkids
Grandparents can give a big boost to the finances of their grandchildren who earned money from summer jobs. They can help make contributions to a Roth IRA and begin building a tax-free nest egg. A contribution to a Roth IRA can be made by anyone who has earned income and whose adjusted gross income is […]
How to Avoid Scams on the Recently Departed
People do a lot these days to protect themselves from identity theft. Few people, however, take steps to prevent the identity theft that is likely to occur after someone passes away. That time can be ideal for identity thieves. Loved ones aren’t likely to be focused on the possibility of identity theft. In the estate […]
Having the Last Word – The Letter of Final Instructions
Most estate plans are missing a key ingredient. Too many estate planners do not recommend it, and it isn’t even mentioned in many estate planning discussions. One reason might be that, despite its importance, the document is not legally binding on anyone. This document can clear up a lot of issues. It can save time […]
How to Boost Returns with Year-End Tax Planning
Don’t wait until later in the year to do year-end investment tax planning. The start of fall is the best time to make and begin implementing your plan. Year-end planning – with accompanying asset sales – will occur later in the year for most people. Mutual funds will do their fiscal year-end sales in late […]
